Latest Institutional Purchases of Starboard Invt Tr (AGOX)
This list provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.1KNew |
$211K - $269K
|
9.1K
$263K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
121K+ 1268.73% |
$2.93M - $3.56M
|
130K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98.3KNew |
$2.38M - $2.89M
|
98.3K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9KNew |
$1.52M - $1.85M
|
62.9K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 95.8% |
$522K - $634K
|
44.1K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 10.31% |
$366K - $445K
|
162K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 5.61% |
$319K - $387K
|
248K
$7.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$296K - $360K
|
12.3K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 2.51% |
$269K - $326K
|
454K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 3.67% |
$265K - $322K
|
309K
$8.95M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.84K+ 2.76% |
$238K - $289K
|
367K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.66KNew |
$161K - $196K
|
6.66K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.25K+ 1.17% |
$78.7K - $95.6K
|
280K
$8.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.23K+ 1.8% |
$78.3K - $95.1K
|
183K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.72K+ 4.9% |
$65.8K - $79.9K
|
58.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.23KNew |
$29.7K - $36.1K
|
1.23K
$35.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 6.48% |
$23.4K - $28.5K
|
15.9K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
454+ 3.36% |
$11K - $13.4K
|
14K
$404K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
386+ 1930.0% |
$9.34K - $11.4K
|
406
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
278+ 0.67% |
$6.73K - $8.18K
|
42.1K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39+ 0.46% |
$944 - $1.15K
|
8.44K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13New |
$315 - $382
|
13
$376
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$24.2 - $29.4
|
25K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.9K+ 10.71% |
$677K - $748K
|
258K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.92KNew |
$242K - $268K
|
8.92K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560New |
$15.2K - $16.8K
|
560
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
553+ 3.89% |
$15K - $16.6K
|
14.8K
$428K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$8.15K - $9K
|
300
$8.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$272 - $300
|
10
$289
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$28.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.62KNew |
$183K - $217K
|
7.62K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$72.1K - $85.3K
|
3K
$86.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.22M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$27.2K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$623K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$955
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$17.4K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$749K - $848K
|
39.1K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$7.71K - $8.73K
|
402
$11.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
$273K - $323K
|
14.2K
$412K
|
|
| Q1 2022 | |||||||
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.07% |
$180 - $204
|
12.1K
$349K
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
254New |
$6.25K - $6.65K
|
254
$7.35K
|
|